Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,095 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,412 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,327 | $43,242+34.9% | $82,706-29.5% | $77,906-25.1% |
| Participation rate | 71.9% | 64.1%+7.8pp | 72.6%-0.6pp | 73.7%-1.8pp |
| Annual return | -16.28% | 2.40%-18.7pp | 701.76%-718.0pp | 12.16%-28.4pp |
| Employer contribution / active EE | $889 | $1,924-53.8% | $3,007-70.5% | $2,846-68.8% |
| Participant deferral / active EE | $4,564 | $3,069+48.7% | $4,394+3.9% | $4,805-5.0% |
| Admin fee / account holder | $10 | $102-90.2% | $5,329-99.8% | $133-92.4% |